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BlackRock Science and Technology Trust

108 hedge funds and large institutions have $260M invested in BlackRock Science and Technology Trust in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

33% more capital invested

Capital invested by funds: $195M → $260M (+$64.3M)

7% more funds holding

Funds holding: 101108 (+7)

5.91% more ownership

Funds ownership: 24.64%30.55% (+5.9%)

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
37
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.07M +$171K +5,190 +19%
AWS
27
Atria Wealth Solutions
New York
$1.06M -$52.5K -1,594 -5%
NS
28
NBC Securities
Alabama
$1.05M -$21.6K -655 -2%
Truist Financial
29
Truist Financial
North Carolina
$1.02M -$22.7K -690 -2%
KWM
30
Kingsview Wealth Management
Oregon
$839K -$5.63K -171 -0.7%
WE
31
Wealth Effects
Massachusetts
$754K +$1.55K +47 +0.2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$683K -$48.2K -1,465 -7%
BRWA
33
B. Riley Wealth Advisors
Florida
$663K +$11.9K +361 +2%
AWA
34
Arete Wealth Advisors
Illinois
$628K -$3.88K -118 -0.6%
IWM
35
IHT Wealth Management
Illinois
$623K -$3.29K -100 -0.5%
JP Morgan Chase
36
JP Morgan Chase
New York
$596K +$432K +13,124 +286%
SI
37
Stephens Inc
Arkansas
$590K -$65.8K -2,000 -10%
KAS
38
Kestra Advisory Services
Texas
$589K -$30.1K -913 -5%
SC
39
Stolper & Co
Oklahoma
$575K -$1.55K -47 -0.3%
SMC
40
Smith, Moore & Co
Missouri
$552K -$16.3K -495 -3%
AFG
41
Atomi Financial Group
New York
$525K -$28K -850 -5%
CA
42
Claro Advisors
Massachusetts
$501K -$97.2K -2,952 -17%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$499K +$25.4K +772 +5%
AWM
44
AE Wealth Management
Kansas
$498K +$201K +6,096 +77%
IAIM
45
International Assets Investment Management
Florida
$487K +$1.65K +50 +0.3%
SP
46
Stonebrook Private
Michigan
$478K +$468K +14,208 New
GVAG
47
Great Valley Advisor Group
Delaware
$452K -$16.5K -500 -4%
APW
48
Aurora Private Wealth
New Jersey
$423K +$37.1K +1,126 +10%
Jane Street
49
Jane Street
New York
$418K +$409K +12,423 New
HH
50
Hilltop Holdings
Texas
$415K +$5.86K +178 +1%

BST Hedge Fund Activity: Q4 2023 in Review

108 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q4 2023, worth a combined $260M — up 33% from $195M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BST positions and 9 closed out — a net gain of 8 holders — while 37 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was Osaic Holdings, cutting an estimated $3M.

  • 108 institutional investors held BlackRock Science and Technology Trust (BST) as of Q4 2023, up from 101 in Q3 2023.
  • Funds reported $260M of BlackRock Science and Technology Trust stock for Q4 2023, up 33% quarter-over-quarter.
  • 17 funds opened new BlackRock Science and Technology Trust positions in Q4 2023 and 9 closed out, a net change of +8 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest BlackRock Science and Technology Trust seller in Q4 2023 was Osaic Holdings, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2023.